Optivise Advisory Services LLC Spdr Portfolio Aggregate Bond Transaction History
Optivise Advisory Services LLC
- $168 Billion
- Q3 2025
A detailed history of Optivise Advisory Services LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Optivise Advisory Services LLC holds 16,726 shares of SPAB stock, worth $436,046. This represents 0.26% of its overall portfolio holdings.
Number of Shares
16,726
Previous 21,753
23.11%
Holding current value
$436,046
Previous $557 Million
22.36%
% of portfolio
0.26%
Previous 0.28%
Shares
6 transactions
Others Institutions Holding SPAB
# of Institutions
548Shares Held
293MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA23.6MShares$616 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.2MShares$578 Million0.2% of portfolio
-
Cwm, LLC17MShares$443 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$369 Million5.8% of portfolio
-
Envestnet Asset Management Inc11.1MShares$289 Million0.09% of portfolio